First Trust Nasdaq ArtificiaROBTETF

13F holders, Q3 2025 (September 30)
167holders +17
31new positions
12sold out
2famous investors
$52.89avg. 13F price*

At the end of Q3 2025, 167 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings, up 17 from Q2 2025. 31 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($47.3M), Morgan Stanley ($28.5M) and Bank of America Corp. ($21.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Nasdaq Artificia
CUSIP
33738R720
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 129Q1 2024Q2 2024: 146Q2 2024Q3 2024: 137Q3 2024Q4 2024: 146Q4 2024Q1 2025: 139Q1 2025Q2 2025: 150Q2 2025Q3 2025: 167Q3 2025Q4 2025: 180Q4 2025Q1 2026: 172Q1 2026Q2 2026: 182Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$19.1M
Exits12$1.6M

All 13F filers, Q2 2025 → Q3 2025: 1,096,836 shares bought and 250,462 shares sold, net +846,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 167 holders

LPL Financial LLC 0.01% Add +24.4% 894,771 $47.3M
Morgan Stanley 0.00% Add +42.7% 538,347 $28.5M
Bank of America Corp. 0.00% Add +65.2% 407,423 $21.5M
Wells Fargo & Company 0.00% Add +11.8% 339,818 $18.0M
Baird Financial Group, Inc. 0.02% Add +1.5% 246,638 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -15.7% 214,928 $11.4M
Royal Bank of Canada 0.00% Reduce -5.3% 195,859 $10.4M
Truist Financial Corp. 0.01% Reduce -3.9% 179,398 $9.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.5% 166,139 $8.8M
Osaic Holdings, Inc. 0.01% Add +77.6% 167,177 $8.7M
Raymond James Financial Inc. 0.00% Add +5.8% 159,885 $8.5M
Ameriprise Financial Inc. 0.00% Reduce -11.4% 153,098 $8.1M
Biltmore Family Office, LLC 1.10% Reduce -0.1% 145,509 $7.7M
Janney Montgomery Scott LLC 0.01% Add +16.7% 111,836 $5.9M
Stifel Financial Corp. 0.00% Add +9.6% 101,788 $5.4M
UBS Group AG 0.00% Add +33.2% 91,761 $4.9M
Mutual Advisors, LLC 0.10% New 78,613 $4.3M
Benjamin Edwards Inc. 0.05% Add +7.1% 77,650 $4.1M
Cetera Investment Advisers 0.00% Add +12.4% 64,722 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.9% 61,531 $3.3M
Banco Santander, S.A. 0.03% New 55,896 $3.0M
Granite Bay Wealth Management, LLC 0.77% New 55,651 $2.9M
MML Investors Services, LLC 0.01% Add +11.5% 49,437 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -0.7% 48,472 $2.6M
Atlas Private Wealth Advisors 0.55% Reduce -31.5% 42,192 $2.2M
Gateway Wealth Partners, LLC 0.30% Add +0.2% 41,940 $2.2M
Integrated Wealth Concepts LLC 0.02% Add +4.7% 41,938 $2.2M
Mariner, LLC 0.00% Reduce -70.1% 40,452 $2.1M
Avestar Capital, LLC 0.14% New 37,400 $2.0M
Flow Traders U.S. LLC 0.08% New 35,472 $1.9M
Sargent Investment Group, LLC 0.26% Reduce -1.0% 34,510 $1.8M
Belpointe Asset Management LLC 0.07% Reduce -2.2% 33,294 $1.8M
Atria Investments, Inc 0.02% Reduce -5.2% 33,018 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -0.2% 32,880 $1.7M
Harbour Investments, Inc. 0.03% Reduce -23.6% 28,855 $1.5M
Hancock Prospecting Pty Ltd 0.05% No change 27,460 $1.5M
NewEdge Advisors, LLC 0.01% Add +7.9% 22,267 $1.2M
Sigma Planning Corp 0.03% Add +32.0% 18,791 $994K
Arkadios Wealth Advisors 0.02% Add +0.6% 15,836 $838K
Capital Investment Advisory Services, LLC 0.07% Add +13.9% 15,738 $832K
Citadel Advisors 0.00% New 14,697 $777K
Certuity, LLC 0.05% Reduce -0.0% 13,788 $729K
OneDigital Investment Advisors LLC 0.01% Add +2.2% 13,649 $722K
Main Street Financial Solutions, LLC 0.04% Reduce -8.5% 12,541 $663K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -17.4% 12,374 $654K
Apollon Financial, LLC 0.10% Add +5.6% 11,597 $613K
Stratos Wealth Partners, LTD. 0.01% Add +43.3% 11,585 $613K
International Assets Investment Management, LLC 0.05% No change 12,366 $593K
Debussy Capital Management LP 0.08% Add +12.8% 11,118 $588K
Jane Street Group, LLC 0.00% New 10,324 $546K
Retirement Planning Group, LLC 0.02% New 10,065 $532K
Cwm, LLC 0.00% Add +145.5% 9,799 $518K
Private Advisor Group, LLC 0.00% Add +33.5% 9,692 $513K
D.A. Davidson & Co. 0.00% Add +121.4% 9,548 $505K
Morey & Quinn Wealth Partners, LLC 0.37% No change 9,491 $502K
Kovack Advisors, Inc. 0.05% Reduce -7.8% 9,427 $499K
Plotkin Financial Advisors, LLC 0.25% No change 9,424 $498K
Focus Financial Network, Inc. 0.02% New 9,171 $485K
Silver Oak Securities, Incorporated 0.04% Add +5.4% 8,976 $475K
Independent Financial Group, LLC 0.01% Add +36.9% 8,853 $468K
Level Four Advisory Services, LLC 0.02% Add +6.9% 8,793 $465K
KFG Wealth Management, LLC 0.06% Add +12.6% 8,246 $436K
EPG Wealth Management LLC 0.12% Reduce -7.7% 8,230 $435K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.3% 8,159 $432K
Brookstone Capital Management 0.01% Add +40.4% 7,937 $420K
Bessemer Group Inc. 0.00% No change 7,845 $415K
Twin Peaks Wealth Advisors, LLC 0.14% Reduce -1.8% 7,845 $415K
Choreo, LLC 0.01% Add +21.7% 7,189 $380K
RFG Advisory, LLC 0.01% New 6,892 $365K
Western Wealth Management, LLC 0.02% Add +27.6% 6,517 $345K
Rockefeller Capital Management L.P. 0.00% New 6,481 $343K
Kraft, Davis & Associates, LLC 0.08% No change 6,006 $335K
Summit Financial, LLC 0.00% New 6,096 $322K
Lanark Financial, Inc. 0.02% Add +0.2% 6,056 $320K
Pursue Wealth Partners LLC 0.17% No change 6,000 $317K
J.W. Cole Advisors, Inc. 0.01% Add +11.9% 5,875 $311K
Equitable Holdings, Inc. 0.00% Add +15.9% 5,817 $308K
Advyzon Investment Management, LLC 0.05% Add +8.0% 5,766 $305K
Kestra Private Wealth Services, LLC 0.00% New 5,427 $287K
Synovus Financial Corp. 0.00% No change 5,361 $284K
Proactive Wealth Strategies LLC 0.12% Reduce -3.6% 5,333 $282K
Peterson Wealth Advisors, LLC 0.04% No change 4,867 $267K
Wedbush Securities Inc. 0.01% New 5,009 $265K
Gsa Capital Partners LLP 0.02% No change 4,877 $258K
Cottage Street Advisors LLC 0.11% No change 4,796 $254K
Great Valley Advisor Group, Inc. 0.00% Reduce -6.3% 4,663 $247K
JBR Co Financial Management Inc 0.10% New 4,561 $241K
Gladstone Institutional Advisory LLC 0.01% New 4,546 $240K
Park Avenue Securities LLC 0.00% Reduce -4.2% 4,535 $240K
StoneX Group Inc. 0.01% No change 4,398 $233K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.5% 4,226 $232K
D. E. Shaw & Co. 0.00% Reduce -20.5% 4,361 $231K
Prospera Financial Services Inc 0.00% Add +0.7% 4,356 $230K
HighTower Advisors, LLC 0.00% New 4,029 $213K
Concurrent Investment Advisors, LLC 0.00% New 4,003 $212K
Comerica Bank 0.00% Add +8.5% 3,193 $169K
Golden State Wealth Management, LLC 0.02% Add +13.6% 3,082 $163K
AE Wealth Management LLC 0.00% Add +0.3% 2,840 $150K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.1% 2,745 $145K
CoreCap Advisors, LLC 0.00% Add +4.5% 2,322 $123K

"% of holder's portfolio" is ROBT's weight in each manager's 13F, not the share of First Trust Nasdaq Artificia the manager owns.

Show all 167 holders